Getting the Most from your SaaS Investments
…to improve, maintain, change and support it? Additionally, there are three keys to successful implementation and on-going employment of any system: Data Health: Is data hygiene a one time exercise,…
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Seismic Breaks Down Silos & Facilitates Growth with Salesforce & CPQ
…data hygiene: This was key for ensuring accurate, quality data. OpFocus focused on cleaning up fields and shoring up the rules for which records were master records. tech stack audit: OpFocus…
SNA Displays Enhances Customer Experience with CPQ & Mobile App
…relevant data from colleagues’ spreadsheets. At that time, unfortunately, there were minimal checks and balances. If they didn’t put the right data in the right cells, it could cost us…
Red Canary Accelerates Renewals with CPQ
…automate quoting & renewals with Salesforce CPQ get started benefits the impact on the Red Canary team data accuracy turns Salesforce into source of truth Red Canary trusts its data…
Email automation tools: HubSpot Vs. Marketo Vs. Pardot
…it comes to manipulating data than Marketo. The use of data variables and campaign-specific tokens allows you to plan and react to virtually any number of data combinations and scenarios….
Business Intelligence Tools Won’t Replace Salesforce Reports. Here’s Why.
…It’s easy to run a report with detailed data fields, isolate the issues, and use inline editing to update the data to resolve the problem. Visibility for Middle Management Business…
Consolidating Revenue Reporting Post-acquisition: What to Consider
Do you want good, structured, easy-to-report-on data for revenue reporting? It’s not a trick question—of course you do. And after a merger or acquisition, revenue reporting becomes simultaneously more important…
Consolidating Revenue Reporting Post-Acquisition: What to Consider
Do you want good, structured, easy-to-report-on data for revenue reporting? It’s not a trick question—of course you do. And after a merger or acquisition, revenue reporting becomes simultaneously more important…
Turning It Off And On Again – Stas Daszkiewicz – RevOps Rockstars
…without separately saving the initial data. After making a mistake editing the download, he realized the importance of regularly backing up data. Business Operations lead to learning opportunities. What does…
Are You Tracking Your Return on Marketing Investment (Marketing ROI)?
…competition over data sovereignty Making sense of vast volumes of data; extracting and applying insight and intelligence Legacy technology issues that make real-time data access and utilization difficult A crop…
Salesforce.com Joined Reports: Joining the Dashboard Revolution
…reports in dashboard view can’t be filtered based on data. Dashboards that only have Joined reports can’t have a filter added. Just because a field contains the same data across…
5 Things That Could Give Your Custom Salesforce Apex Code Hiccups
…DML operation inside Database class and opt_allOrNone is set to false (for example Database.update(theLeads, false)). If you specify false for opt_allOrNone parameter and a record fails, the remainder of the DML operation can still…
Historical Trending: New Salesforce Feature to Coach Your Sales Team
…Tangible Data [separator top=”5″ style=”single”] What makes Salesforce’s Historical Trending a fantastic tool for Sales Managers is you now have data that you can quickly use to coach your sales…